Investment
US policy drives Bank of Singapore’s glum outlook on China
Potentially aggressive US trade policy and China’s expanding credit are top concerns, according to Richard Jerram, the Bank of Singapore’s (BoS) chief economist.
Investment | 4 Jan 17
Go overweight on cash, says Rowan Dartington
To protect against volatile markets and political uncertainty, Rowan Dartington is giving higher weighting to cash and building wealth portfolios that offer clients a truly global perspective.
Korea’s political turmoil makes managers wary of equities
Political scandals, corporate governance issues and the potential impact of Donald Trump’s trade policies prompt caution on Korean equities.
US equities looking expensive warns Amundi’s Mortier
US equity valuations have become expensive on a price-to-earnings basis and investors are urged to stay away from them, according to Vincent Mortier, Amundi Group’s Paris-based deputy chief investment officer and global head of multi-asset.
LM directors escape legal sanctions in Australia
The former directors of the collapsed Queensland-based fund manager LM Investment Management (LMIM) did nothing wrong, an Australian court has ruled.